AWM

Abound Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.4M
3
+$1.73M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.67M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.49M

Top Sells

1
+$381K
2
+$307K
3
+$301K
4
AAPL icon
Apple
AAPL
+$245K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$212K

Sector Composition

1 Technology 6.54%
2 Consumer Discretionary 3.24%
3 Communication Services 1.45%
4 Financials 1.4%
5 Energy 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$9.63K ﹤0.01%
1,427
502
$9.54K ﹤0.01%
79
+77
503
$9.45K ﹤0.01%
80
504
$9.38K ﹤0.01%
90
505
$9.35K ﹤0.01%
92
506
$9.28K ﹤0.01%
160
507
$9.28K ﹤0.01%
+166
508
$9.26K ﹤0.01%
+53
509
$9.24K ﹤0.01%
+142
510
$9.19K ﹤0.01%
+234
511
$9.17K ﹤0.01%
200
512
$9.07K ﹤0.01%
51
+3
513
$9.06K ﹤0.01%
83
+81
514
$8.98K ﹤0.01%
26
515
$8.92K ﹤0.01%
34
+1
516
$8.89K ﹤0.01%
25
-270
517
$8.88K ﹤0.01%
40
518
$8.87K ﹤0.01%
65
519
$8.76K ﹤0.01%
25
+1
520
$8.69K ﹤0.01%
134
+9
521
$8.58K ﹤0.01%
2
522
$8.56K ﹤0.01%
+86
523
$8.54K ﹤0.01%
65
524
$8.48K ﹤0.01%
+87
525
$8.47K ﹤0.01%
345
19 20
21
22 23